Blog | Hattig Longmont Financial Planner

Aug 12, 2021
3 min

Pension Plans vs. 401(k) Plans

A pension plan has become exceedingly rare, or at least that’s the conventional wisdom. But that doesn’t mean pensions are not still an...

Aug 12, 2021
2 min

Your Bond Allocation

Your asset allocation mix represents your personal decisions about how much of your portfolio to allocate to various investment...

Aug 12, 2021
2 min

Summer is for Parents Too!

Hello! I hope you have started to go out and explore again… many clients have taken road trips this summer; some through Colorado, I...

Aug 12, 2021
1 min

Everyone's Plan Is Different

Everyone’s goals for retirement are different. Maybe your dream is to travel the world; maybe it’s to live closer to your grandchildren....

Aug 12, 2021
2 min

Principles of Stock Diversification

Despite the natural pull investors may feel toward stocks similar to those they’ve had good experiences with, the best way to reduce risk...

Aug 12, 2021
2 min

What Is Tax Loss Harvesting?

Tax-loss harvesting is choosing to sell some investments at a loss to reduce taxes on realized capital gains from other investments. The...

May 14, 2021
4 min

Watch Out for These Retirement Derailers

To make sure your retirement isn’t derailed, consider these tips: 1. Start saving now. Because of the power of compounding, starting to...

May 14, 2021
2 min

Do You Really Need a Will?

Many people believe they don’t need a will. But how valid are the more common reasons for not preparing a will? Your estate is too...

May 14, 2021
3 min

Retirement Planning Decade by Decade

Retirement planning is a lifelong process. Below are some of the key retirement-planning actions you need to be taking from your 20s...

May 14, 2021
2 min

Distributing Personal Possessions

Organizing and planning an estate is not a simple process. After deciding who should receive major assets like your house, business,...

May 14, 2021
1 min

Do You Have a Rainy Day Fund?

None of us know when a crisis is going to hit, and a job loss or sudden disability can be financially devastating. Financial...

May 14, 2021
2 min

Love, Hope and Client Dinners

Life is so precious and fragile. Since last I wrote we as the Hattig family and our community of friends and family have experienced a...

Apr 7, 2021
2 min

Welcoming Spring and New Client Events

Wondering if you are like us…ready to come out of the ‘deep-freeze’ and enjoy the sunshine and outdoors! It’s been so good to talk with...

Dec 2, 2020
2 min

A Year of Challenges and Blessings | December 2020

Merry Christmas 2020! What a Year! This has been a year full of challenges… but also a year of blessings… sometimes hidden or hard to...

Oct 21, 2020
2 min

How Much Life Insurance Do You Need?

Rules of thumb exist that say you should be insured for between six and 10 times your annual earnings. But these ranges can be very wide...

Oct 9, 2020
3 min

New to Investing? Avoid These Mistakes.

If you are new to investing, there is no doubt that you will make some mistakes, it just goes with the territory. However, you should...

Oct 6, 2020
1 min

Meet Stephen Moorman

Hello! It is hard to believe but the Holiday Season is nearly upon us! What a crazy year, I hope you can enjoy the coming season with...

Sep 15, 2020
2 min

Joy in 2020

2020 is one for the ages… Of course, each and every one of us has been affected in some way by this pandemic including a number of our...

Sep 1, 2020
2 min

Ways to Increase Saving

It’s all well and good to talk about saving more money, but in reality, it is difficult to save when you don’t have anything left after...